1. What Is CRM and Why Is It Critical for a Realtor?

• Property Database: The ability to store, categorize, and update a large amount of information about apartments, houses, and land plots.
• Automatic Matching: Quick comparison of client requests with available properties (matching).
• Sales Pipeline: Clear tracking of every stage of a deal — from the first call to notarized execution.

The Main Mission of CRM: To centralize all data about clients, properties, and deals in a single system so that no single lead (request) is lost.

2. Key CRM Functions in the Real Estate Sector

???? Client Management (Leads)

• Automatic Request Collection: Integration with the website, landing pages, social networks, and classified boards (OLX, LUN) for instant entry of new leads into the system.
• Interaction History: Storage of call recordings, emails, messages, and property showing history. This allows the realtor to quickly "recall" all details without wasting time.
• Segmentation: Dividing clients by status ("cold," "warm," "loyal") and type of request.

????️ Working with the Property Database

• Detailed Property Card: Contains not only basic parameters (area, price, floor) but also photos, video tours, GPS coordinates, legal status, and price change history.
• Duplicate Protection: Automatic checking to avoid the repeated entry of the same property by different agents.
• Publication: Quick uploading of properties to popular platforms (marketplaces) with a few clicks.

???? Sales Automation and Teamwork

• Task Planning: The system automatically reminds you of the need to call back, send a selection of properties, or organize a showing.
• Team Performance Control: The manager sees the workload of each realtor, their effectiveness, and the reasons for "stagnation" in the pipeline.
• Analytics: Generation of reports on lead sources, conversion rates, and average deal closing time.

3. How the CRM System Works: A Realtor's Workflow

1. Lead Capture: The client submits an application on the website. The CRM automatically creates a new contact card and assigns a responsible realtor.
2. Matching: The realtor enters the request parameters (price, area, number of rooms). The CRM instantly suggests suitable properties from its database.
3. Interaction: The system records all calls and emails. If a client does not respond for a long time, the CRM reminds the realtor of the need for repeated contact.
4. Pipeline Advancement: After the property showing, the deal status changes (e.g., "Preliminary Agreement," "Deposit Made"). The system ensures that all necessary documents are prepared on time.
5. Deal Closing: The successful deal is recorded, and the client is added to the database for future offers (e.g., selling a new apartment or renting).

There are many universal systems on the market, but to achieve maximum efficiency, a realtor needs a specialized tool. It is precisely this integration and set of functions that our solution, the specialized CRM for real estate, offers, taking into account all the nuances of the real estate market.

4. Main Advantages of CRM Implementation

• Sales Growth (up to 30%): No lead will be lost, and the speed of response to inquiries will increase.
• Increased Loyalty: The realtor always has the full history at hand, allowing them to provide personalized service.
• Time Optimization: Automation of routine tasks (reminders, publication) frees up time for direct work with clients.
• Business Transparency: The agency head gains full control over the efficiency of each employee and the overall state of the agency's affairs.